| Core Investments |
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| When constructing an investment portfolio, our goal is to maximize your returns while minimizing your risks. However, it is generally understood that in order to achieve portfolio gains, you must be willing to invest for the long term and accept some risks. The amount of risk you accept and your time horizon, ultimately impacts how your portfolio is constructed and performs. View our Blog |
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We seek to achieve your investment goals through highly efficient diversification across multiple asset classes using institutional mutual funds (mutual funds available only to clients who have financial professionals managing their portfolios). We consider this portfolio strategy, along with periodical rebalancing, to be the fundamental core of our investment planning process.
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| Asset Classes |
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- Cash
- U.S. Market
- U.S. Value
- International Value
- International Small Company
- International Large Company
- U.S. Small Company
- Short-Term Fixed Income
- Long-Term Bonds
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| When combining asset classes, each portfolio creates a level of return that offers the lowest possible risk. Under Modern Portfolio Theory, for every level of risk, there is a portfolio that offers the highest rate of return. |
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| The resulting line is the Efficient Frontier. |
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